Practice Transitions Seminar at Oregon Academy of General Dentistry

13333 Southwest 68th Parkway,Tigard OR 97223

08 October, 2021

Description

Learn about the legal, financial, logistical, and emotional aspects of transitioning out of your full-time dental practice. Dental Practice Transitions SeminarBrought to you by Omni Practice GroupIn this course, you will learn about the legal, financial, logistical, and emotional aspects of transitioning out of your full-time dental practice. Our team of experts will lecture and conduct Q&A sessions on the following topics: How the capital gains tax increase affects practice sales for next year and why you might want to consider selling in 2021The sequence of a dental practice transition and what to expect along the wayLegal issues regarding dental practice transitionsWhat are buyers looking for in a practice?Preparing now for a future sale of your dental practice so you get the most value from the saleRegistration includes seminar, materials, and lunch for yourself and a spouse. SCHEDULE8:30 Check-in9:00 Seminar begins12:00 Lunch3:00 Questions and wrap-upSPEAKERSRod Johnston, MBA, CMA,  Founder and Practice Transition Advisor, Omni Practice Group - {206) -979-2660, [email protected]:  Rod’s background in accounting, finance, sales, and real estate make him one of the most well-rounded practice transition consultants in America. Rod has an MBA from Seattle University and is a Certified Management Accountant. He is also an Accredited Business Appraiser by the Institute of Business Appraisers. Rod’s experience and background include stints as a financial planner, as Assistant Treasurer and Director of Accounting for AT&T Wireless, and as a Commercial Broker for Keller-Williams and Omni Healthcare Real Estate. Rod started Omni in 2004 with two things in mind; provide a Nordstrom-like service to help doctors with their transition, and to be an expert resource to medical professionals in the fields we work in. He has developed systems and processes in the brokerage industry that are mimicked and copied throughout the nation. He and his company has transitioned hundreds of practices with great success while maintaining a “win-win” relationship between his clients. Rod has written articles published in numerous publications, including Dentaltown, Dental Economics, Huffington Post, and others. He has also authored several chapters on valuations in a collaborative book published by Mike Abernathy, D.D.S. Rod has participated in Dentaltown podcasts and has presented at numerous local, state and national association conferences. Rod is a sought-after practice broker and speaker throughout the west coast. Megan Urban, Practice Transition Advisor, Omni Practice Group - (503) 830-5765, [email protected]: Megan grew up in dentistry. Her dad was a dentist in Kansas, After relocating to Oregon, she worked as an EFDA and EFODA before working as an office manager and regional manager in the dental industry. She also worked with a dental-specific CPA where she determined she enjoyed helping dentists to sell and buy practices. Megan is so glad to be selling dental practices and helping buyers find dental practices for OMNI, and since she is a licensed real estate broker in Oregon, Megan can also assist with the sale of your dental condo or building. Tyler Jones, Partner, Helsell | Fetterman - (206) 689-2164, [email protected]: Tyler’s corporate practice consists of helping professionals such as physicians, dentists, veterinarians, CPAs and attorneys with all of their business needs. He helps professionals form their own companies, structure partnership and other joint ventures, and acquire existing practices. In addition, Tyler also practices in the area of estate planning, with an emphasis on tax-saving strategies. In this area, Tyler has significant experience assisting individuals with tax-savings oriented wills and living trusts, formation, and maintenance of irrevocable trusts, and coordinating individuals’ retirement plans with their overall estate plan. Once established, he assists with all legal matters that arise during a company’s tenure, including lease renewals, real estate acquisitions, space-sharing arrangements, issues with clients/patients, employment questions, partner buy-ins, multi-practice ownership, and partnership dissolution. When they are ready to retire, he helps his clients form and implement tax-efficient exit strategies, including sales of the businesses, deferred compensation structures, and other “buy-out” mechanisms. Rod Johnston, MBA, CMA Omni Practice Group was founded with the mission of supporting doctors in all of their business needs.  As the owner and CEO of Omni, Rod has a vast amount of knowledge, experience, and education in all aspects of business and real estate that provide an incredible value to every medical practice.  He has managed, owned, partnered and consulted with numerous practices throughout the Northwest over the past decade. All have benefited from Rod’s experience in staff management, accounting, marketing, and practice management. Prior to Omni, Rod spent 15 years as Director of Treasury and also Director of Accounting for AT&T Wireless.  Rod is a licensed commercial broker in Washington and Oregon and specializes in commercial real estate. He has an MBA from Seattle University, is a Certified Management Accounting, and is a member of the Institute of Business Appraisers and the National Association of Practice Brokers. LinkedIn: www.linkedin.com/in/rod-johnston-42a64610 Megan Urban, Practice Management Consultant​Megan has been serving the dental industry for over 25 years. She began her journey as a dental assistant and ultimately became a Regional Manager for a large dental group. She has an extensive background in helping dental teams reduce stress and become more profitable by locating areas of opportunity and helping set solid systems within the practice.Her clients appreciate that she customizes their plans to their practice so they can easily maintain them and have continued growth. She also assists her clients in buying or selling their practices. LinkedIn: www.linkedin.com/in/megan-urban-225199aa/